Try These Tools for a Business Boost in 2024
My New Year’s gift of three tools to help your business be better in 2024.
Owning a business is hard. There is so much to do. But you cannot ignore the present and future flow of money, or the important things you need to get done for your business and for your life. And sometimes we just need a little coaching along the way. Enter three tools I developed to help you make a better business in 2024. Happy pathfinding!
Cash Flow Forecasting Worksheet - Google Sheets
Every business should look forward (forecast) with their money like this to understand where they may hit some financial bumps. This is presented as month-to-month and can also be turned into a week-to-week configuration (with minor edits) for a more micro view. View-only. Message me for a copy. Adapted from a cash flow forecasting sheet from the excellent Hirshberg Entrepreneurial Institute.
Monthly Financial Dashboard
This gives you a high level view of your business performance month to month, quarter to quarter. Why do this if you already have reporting in your finance software (like Quickbooks)? Because the more you “touch” your numbers, the more you ingrain them into your thinking and the more you notice trends, errors, and opportunities. View-only. Message me for a copy.
Easy Daily Task Tracking - Digital Task Whiteboard
This is a simple daily task list I made in Canva to help me stay on top of the things I need to accomplish in work and in personal life. Keep it open on its own desktop and your day/week is always in view.
The Game of Business - Custom ChatGPT
I designed this chatbot to guide business owners and entrepreneurs through insights and strategies related to finances, sales, marketing, operations, e-commerce, websites, and hiring. Subscription to ChatGPT Plus required.
